Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
4.79%
6 Months
24.02%
13.10%
1 Year
36.06%
18.11%
3 Years
24.43%
14.56%
5 Years
16.10%
8.71%
Since Inception
15.98%
13.67%
Fund Age
14 yrs 10 mo
11 yrs 2 mo
AUM
₹214.08 Cr
₹138.06 Cr
Alpha – 1 Year
31.34%
18.46%
Alpha – 3 Years
12.34%
5.57%
Information Ratio – 3 Years
1.07
0.62
Volatility – 1 Year
26.85%
22.83%
Volatility – 3 Years
19.70%
16.72%
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
1.08
0.61
Sharpe Ratio – 3 Years
0.96
0.55
Worst Rolling Year
-9.81%
-8.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−18.65%
−17.10%
Recovery Period
63 days
115 days
1-Year Rolling Windows Positive
90.43%
92.53%
Median Rolling Year
15.98%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
L 38% · M 14% · S 45%
Number of Stocks
31
18
Portfolio P/E
42.55
38.70
Top 5 Holdings
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%